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iShares 1-3 Year Treasury Bond ETF

1,099 hedge funds and large institutions have $19.2B invested in iShares 1-3 Year Treasury Bond ETF in 2024 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 375 increasing their positions, 481 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,099
Holders Change
-16
Holders Change %
-1.43%
% of All Funds
15.93%
Holding in Top 10
85
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-12.37%
% of All Funds
1.23%
New
99
Increased
375
Reduced
481
Closed
95
Calls
$46.3M
Puts
$8.37M
Net Calls
+$37.9M
Net Calls Change
+$24.6M
Name Holding Trade Value Shares
Change
Shares
Change %
CW
226
Connectus Wealth
Ohio
$6.88M -$38.4M -469,305 -85%
AA
227
Auxano Advisors
Washington
$6.82M -$352K -4,307 -5%
SL
228
Sentinus LLC
Illinois
$6.8M +$6.8M +83,136 New
BFO
229
Biltmore Family Office
North Carolina
$6.76M -$278K -3,394 -4%
CFAM
230
Center For Asset Management
Florida
$6.75M +$1.08M +13,174 +19%
KA
231
Kooman & Associates
Pennsylvania
$6.68M +$208K +2,548 +3%
PFA
232
Pure Financial Advisors
California
$6.56M +$255K +3,118 +4%
SF
233
Synovus Financial
Georgia
$6.56M -$35.9M -438,773 -85%
Kovitz Investment Group Partners
234
Kovitz Investment Group Partners
Illinois
$6.55M +$4.06M +49,664 +164%
GSWM
235
Greenup Street Wealth Management
Michigan
$6.54M -$679K -8,297 -9%
AIS
236
American Investment Services
Massachusetts
$6.49M +$249K +3,050 +4%
KPWS
237
Kestra Private Wealth Services
Texas
$6.42M -$649K -7,931 -9%
PCM
238
Pointe Capital Management
Michigan
$6.29M +$470K +5,749 +8%
SSWM
239
Smith Salley Wealth Management
North Carolina
$6.26M -$4.08M -49,928 -39%
HIM
240
Hanlon Investment Management
New Jersey
$6.25M +$4.3M +52,529 +220%
AWM
241
Avior Wealth Management
Nebraska
$6.24M -$2.47M -30,148 -28%
KP
242
Keel Point
Alabama
$6.21M +$1.68M +20,531 +37%
SP
243
Sequent Planning
Nebraska
$6.12M +$6.12M +74,894 New
WIA
244
World Investment Advisors
California
$6.12M -$935K -11,429 -13%
Janney Montgomery Scott
245
Janney Montgomery Scott
Pennsylvania
$6.12M +$190K +2,327 +3%
DW
246
Durante & Waters
New York
$6.09M -$211K -2,574 -3%
AWM
247
Axxcess Wealth Management
California
$6.06M -$2.7M -33,051 -31%
AG
248
Ascent Group
Virginia
$6.04M +$1.57M +19,209 +35%
AFP
249
Ausdal Financial Partners
Iowa
$5.99M +$3.15M +38,478 +111%
WGCA
250
Wolf Group Capital Advisors
Virginia
$5.94M